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    Interested in receiving timely and informative Social Security, Medicare, Retirement and IRA information right in your in-box? Jim and Chris make it easy with their free, monthly, email newsletter. Each issue contains information and insight pre and post retirees will find invaluable. Click here to begin receiving your copy today!
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    How WEP Effects Benefits

    I recently received an interesting question regarding how WEP effects Benefits: "Twelve years ago, at age

    featured

    Filing for Social Security Benefits Retroactively

    I recently received a question about filing retroactively for Social Security benefits: Am I eligible for

    featured

    MySocialSecurity Account Trouble

    I receive many questions from people having trouble with their MySocialSecurity account; this one was

    featured

    Social Security Reduction for the Self-Employed

    In the complex world of Social Security and Taxes, there are always little “issues” floating

    featured

    Spousal and Dependent Benefits

    I received the following question: My wife and I have full legal and physical custody of

    featured

    Happy Holidays!

    We are taking some time off this week to spend it with family and friends

    featured

    Timing Your First Benefits Check

    The following question came in this week… “I understand the earnings test for those under FRA

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    2019 COLA Changes

    2019 COLA Changes Well, the wait is over for the 2019 announcement on the cost of

    From the email bag this week, we have a question regarding spousal benefits: “My year of...

    Student loan debt is usually thought of as a younger person’s issue, but a new...

    This next question is something we have not really addressed directly before regarding spousal and...

    Another good question regarding delayed claiming and retroactive benefits has come in from...

    We received the following question regarding survivor benefits this week: “I am...

    The following question regarding divorced spouse benefits came in from a reader this week: “My mother...

    A question about spousal and survivor benefit eligibility came in this week: “My mother is 64...

    With over 59 Million Americans receiving some sort of Social Security benefits it is not...

    Since the 4th of July falls on a Wednesday this year, we're taking the day...

    You’ve saved well, invested responsibly and accumulated more assets that you’ll need in your retirement....

    June 27, 2018 | by 

    Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
    © 2018 Jim Saulnier, LLC. All rights reserved.

    Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs.
    The advisor must attend two live training sessions and pass two written exams annually to remain in the program.

    Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.

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